Live Oak Investment Partners’s ExxonMobil XOM Stock Holding History

Live Oak Investment Partners’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55M	Sell	9,140 -14,154	-61%	-$2.07M	0.92%	27
2025 Q4	$2.8M	Buy	23,294 +1,218	+6%	+$141K	1.72%	17
2025 Q3	$2.49M	Buy	22,076 +984	+5%	+$109K	1.65%	20
2025 Q2	$2.27M	Buy	21,092 +43	+0.2%	+$4.6K	1.75%	16
2025 Q1	$2.5M	Buy	+21,049	New	+$2.33M	1.97%	14
2024 Q4	–	Hold	0	–	–	–	16
2024 Q3	–	Hold	0	–	–	–	87
2024 Q2	–	Hold	0	–	–	–	91
2023 Q4	–	Hold	0	–	–	–	175
2023 Q3	–	Hold	0	–	–	–	182
2023 Q2	–	Hold	0	–	–	–	198
2023 Q1	–	Hold	0	–	–	–	182
2022 Q4	–	Hold	0	–	–	–	178

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Live Oak Investment Partners's XOM Position: Q1 2026 in Review

Live Oak Investment Partners reduced its ExxonMobil (XOM) stake by 61% in Q1 2026, selling an estimated $2.07M and leaving 9,140 shares worth $1.55M. The position accounts for 0.92% of the portfolio, ranked #27.

Live Oak Investment Partners first reported a position in XOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Live Oak Investment Partners held 9,140 shares of ExxonMobil worth $1.55M as of Q1 2026.
Live Oak Investment Partners sold 14,154 ExxonMobil shares in Q1 2026, an estimated $2.07M.
ExxonMobil made up 0.92% of Live Oak Investment Partners's portfolio in Q1 2026, its #27 holding.
Live Oak Investment Partners first reported a position in ExxonMobil in Q1 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's ExxonMobil position peaked at $2.8M in Q4 2025.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.